In the past, opening a new account was as easy as giving the customer a toaster in exchange for his or her signature. Today, the process is much more complex. From the first moment of customer contact, FIs must adhere to numerous deposit compliance rules.
These in-depth compliance tasks are necessary for opening new deposit accounts, but the interview process can feel more like an inquisition to a potential accountholder. This webinar will inform you about the deposit compliance rules and tasks your FI must follow and help you turn uncomfortable customer interviews into friendly and supportive conversations.
The "25 Tasks of the New Account Interview" has been approved for 2 CAMS credits. Credits are redeemable for Live attendance only. Users must connect to the streaming individually and enter their name and email for reporting purposes. Accreditation is valid for one year from the date of the event.
Who Should Attend
This webinar is recommended for individuals who are Compliance Officers, Branch Managers, New Accounts Representatives (and others who act in a Sales capacity), as well as for individuals involved in Training Personnel or Branch Administration.
Continuing Education Credit Information
25 Tasks of the New Account Interview has been approved for 2 CAMS credits. Credits are redeemable for Live attendance only. Credit is for Live attendance only. Accreditation is valid for one year from the date of the event. For questions on certificates, please email email@example.com.